Executive Team

Grant Barrett

Grant is an experienced adviser with a strong corporate background. He has held various senior management positions within multinational firms, and has been director of several small to medium sized companies too.

Specialising in strategic planning, investment analysis and estate planning, Grant provides advice to families and individuals with an emphasis on wealth creation.

  • Certified Financial Planner (CFP)
  • Graduate Diploma in Applied  Finance and Investments
  • Member of the Certified  Financial Planning Association

Janeen Woods

Janeen has been providing financial, strategic and taxation advice for over 15 years. Working for both individuals and businesses, she helps her clients maximise wealth through varied strategies.

Janeen’s specialisations include strategic planning, tax planning, investment analysis, business restructuring, finance applications, debt restructuring, insurance, superannuation and estate planning.

  • Bachelor of Business
  • Masters in Taxation
  • Member of the MFAA